44 Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
|
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|
2025
Q2 | $2.33M | Sell |
|
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|
2025
Q1 | $2.1M | Sell |
|
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|
2024
Q4 | $2.36M | Sell |
|
|||||
|
2024
Q3 | $2.71M | Buy |
|
|||||
|
2023
Q2 | $2.34M | Buy |
|
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|
2023
Q1 | $784K | Buy |
|
|||||
|
2022
Q4 | $806K | Sell |
|
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|
2022
Q3 | $578K | Buy |
|
|||||
|
2022
Q2 | $614K | Sell |
|
|||||
|
2022
Q1 | $856K | Buy |
|
|||||
|
2021
Q4 | $787K | Sell |
|
|||||
|
2021
Q3 | $748K | Buy |
|
|||||
|
2021
Q2 | $631K | Buy |
|
|||||
|
2021
Q1 | $429K | Sell |
|
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|
2020
Q4 | $380K | Buy |
|